Jon
Stolper

Stolper Asset Management

CRD#1273542
Investment Advisor
in Tulsa, OK

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About this Advisor

Jon Stolper is a financial advisor based in Tulsa, Oklahoma, working with Stolper Asset Management. Jon has previously held positions at Raymond James Financial Services, Inc, Stolper Asset Management, and Raymond James Financial Services Advisors, Inc. Jon has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Louisiana, Oklahoma, and Texas. Currently, Jon is part of Stolper Asset Management, which operates out of Tulsa, Oklahoma. The firm has 2 employees and manages assets totaling $264.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and the publication of newsletters. The fee structure at Stolper Asset Management is asset-based.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

1924 S Utica Ste 805
Tulsa, OK 74104-6516

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Stolper Asset Management Brokerage Details

Total Assets Under Management

$264,076,766

OK Average: $681,523,814
Total Number of Employees

2

OK Average: 15
Total Number of Accounts

163

OK Average: 642
Average Account Size

$1,620,103

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Jon Stolper Work History

2009 - Present (15 years)

Raymond James Financial Services Advisors, Inc

1999 - Present (25 years)

Raymond James Financial Services, Inc

2004 - 2017 (13 years)

Stolper Asset Management

Disclosures

Please visit the SEC profile of Jon Stolper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stolper Asset Management

Jon Stolper
Tulsa, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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